APW
SPYM

Axim Planning & Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Axim Planning & Wealth’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,235
Closed -$52K – 145
2022
Q3 		$52K Sell
1,235
-379
-23% -$17.7K 0.05% 45
2022
Q2 		$72K Buy
+1,614
New +$77.8K 0.06% 31

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Axim Planning & Wealth's SPYM Position: Q4 2022 in Review

Axim Planning & Wealth sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 1,235 shares — an estimated $52K sold.

Axim Planning & Wealth first reported a position in SPYM in Q2 2022 and held it in 2 quarters. The position peaked at $72K in Q2 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

  • Axim Planning & Wealth reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 1,235 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $52K.
  • Axim Planning & Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's State Street SPDR Portfolio S&P 500 ETF position peaked at $72K in Q2 2022.
  • 696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.